Wealth paraplanner Work, Jobs in Surrey (with Salaries)

Wealth Paraplanner
Royal Bank of Canada —London
- Full-time
1d
Part Time Paraplanner - Hybrid
Argentis Group Limited —Haywards Heath
- Part-time
- Hybrid work
- Financial services
- Communication skills
Quick apply
Paraplanner - Hybrid
Argentis Group Limited —Haywards Heath
- Monday to Friday
- Hybrid work
- Financial services
- Communication skills
Quick apply
Paraplanner
AAB —Crawley
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Financial Administrator
Financial Divisions —Reigate
- £30,000 - £40,000 a year
2d
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- English
Wealth Administrator
Cooper Parry —London
- Full-time
- Analysis skills
4d
Administrator/Paraplanner/Trainee Paraplanner
FGA Wealth Ltd —Guildford
- £27,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Financial services
Quick apply
10d
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Senior Wealth Planning Administrator
mbf. —London
- £40,000 - £45,000 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Communication skills
21h
Paraplanner
Hoxton Wealth —London
- Microsoft Office
- Analysis skills
- Bachelor's degree
Quick apply
4d
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Senior paraplanner
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- English
- Microsoft Office
- Free parking
Paraplanner FTC 12 month Maternity Cover
Schroders —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Compliance Manager (Financial Advice)
Nova Wealth —London
- Full-time
- Hybrid work
- Flexible schedule
Quick apply
11d
Platform Service Manager
7IM —London
- Financial services
- Retail management
- Tax experience
Platform Service Manager
Seven Investment Management —London
- Financial services
- Retail management
- Tax experience
IFA Administrator
Recruit Wealth —Weybridge
- £32,000 - £35,000 a year
- Microsoft Office
- Organisational skills
- Communication skills
2d
Senior Financial Planner
WTW —Reigate
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Planning Support Administrator
Saltus —Farnham
- £28,000 - £32,000 a year
- Full-time
- Hybrid work
- CRM software
- Accounting
- Communication skills
- Work from home
- Employee discount
Quick apply
12d

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Wealth Paraplanner

Royal Bank of Canada -
London

Apply Now

Job details

Full-time
1 day ago

Qualifications

Financial planning
Cash management
Estate planning
Certificate in Insurance

Full job description

Job Description

What is the opportunity?

We’re seeking a Wealth Paraplanner to join our high-performing London team at a transformative time for RBC Brewin Dolphin.

As we expand our footprint in complex wealth solutions, this is your chance to play a critical role in supporting advisors delivering financial strategies that drive client success. If you’re experienced in and passionate about complex advice; estate planning, trusts, offshore bonds, and pensions, and thrive in a dynamic, collaborative environment, this is the opportunity for you.

RBC Brewin Dolphin is at the forefront of innovation in wealth management, and you’ll join during a phase of exciting growth. Your expertise will directly contribute to shaping advice solutions, while working alongside industry leaders who are committed to your development. We are looking for someone who thrives in a collaborative environment and is passionate about delivering high-quality technical support to wealth managers and clients alike.

RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.

What will you do?

Craft bespoke financial plans: Translate client aspirations into actionable strategies, leveraging your deep technical knowledge.
Collaborate with top talent: Partner with Wealth Managers, Administrators, and product providers to deliver seamless, compliant advice.
Mentor and innovate: Guide junior team members while refining processes to ensure excellence at every touchpoint.
Drive client success: From suitability reports to portfolio reviews, your work will empower clients to achieve their long-term goals.

What do you need to succeed?

Must-have

Proven expertise: CII or CISI Level 4 Diploma (or equivalent) and previous experience as a Paraplanner dealing in complex advice areas (estate planning, trusts, offshore bonds, pensions etc).
Technical ability: Confidence with financial planning software and a knack for dissecting investments, tax strategies, and pensions.
Collaborative spirit: A team player who thrives in a fast-paced, progressive culture.

Nice-to-have

Working towards, or attained CII or CISI Level 6 or equivalent.

What is in it for you?

We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Leaders who support your development through coaching and managing opportunities.
Opportunities to work with the best in the field.
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

#RBCBD

Job Skills

Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented

Additional Job Details

Address:

16 ST HELEN'S PLACE:LONDON

City:

London

Country:

United Kingdom

Work hours/week:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-06-11

Application Deadline:

2026-06-25

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Apply Now

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wealth paraplanner jobs in surrey

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